Caldwell Trust Co's ownership history for SCHD

Caldwell Trust Co currently holds 89.1K shares with a market value of $2.4M. It started holding SCHD on 2019-12-31. At its peak, it held 91.1K shares on 2025-03-31. Its highest holding value was $2.6M on 2024-09-30. At its lowest, it held 6.6K shares on 2021-12-31, with a value of $395.3K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 2.0K. In the recent year, Caldwell Trust Co has increased its shares by 57.8K.